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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
3501
Nova Wealth Management
Florida
$30.8K +$5.96K +112 +26%
GSEP
3502
Golden State Equity Partners
California
$30.8K -$4.85M -91,171 -99%
BWM
3503
Bernard Wealth Management
Michigan
$30.7K – – –
WAG
3504
Wiser Advisor Group
Arizona
$29.6K – – –
TM
3505
Torren Management
California
$29K -$638 -12 -2%
FF
3506
Frankly Finances
Florida
$28.5K +$26.6K +500 New
WFA
3507
West Financial Advisors
Iowa
$28.3K – – –
BGC
3508
Beutel, Goodman & Co
Ontario, Canada
$28K – – –
GWM
3509
Gilpin Wealth Management
Colorado
$26.6K -$10.4K -195 -29%
MAFA
3510
MJT & Associates Financial Advisory
Minnesota
$26.2K – – –
WA
3511
Walsh & Associates
Florida
$25.6K -$425 -8 -2%
T2I
3512
Turim 21 Investimentos
Brazil
$25.5K – – –
CCMI
3513
Creative Capital Management Investments
California
$25.2K +$23.6K +443 New
W
3514
WealthCollab
Washington
$24.9K – – –
FS
3515
Financially Speaking
Colorado
$24.5K – – –
NECFA
3516
New England Capital Financial Advisors
Connecticut
$24.4K – – –
FDW
3517
Fourth Dimension Wealth
Ohio
$24.3K -$327K -6,146 -94%
SWA
3518
Strategic Wealth Advisors
Arizona
$24K – – –
MPW
3519
MASECO Private Wealth
$22.8K +$3.4K +64 +19%
SW
3520
StrongBox Wealth
Missouri
$22.8K +$21.3K +400 New
GJIA
3521
Glass Jacobson Investment Advisors
Maryland
$22.6K -$6.49K -122 -24%
SHIM
3522
Stone House Investment Management
Pennsylvania
$21.5K +$2.71K +51 +16%
DF
3523
DecisionPoint Financial
Arizona
$20.9K +$2.13K +40 +13%
HIA
3524
Highland Investment Advisors
Florida
$20.2K +$18.8K +354 New
PAMS
3525
Pinpoint Asset Management (Singapore)
$19.1K +$17.8K +335 New
139 140
141
142 143